Where is Creative Planning's headquarters?

Creative Planning is located in Leawood, Kansas, United States.

Who invested in Creative Planning?

Creative Planning has 2 investors including TPG And General Atlantic.

When was the last funding round for Creative Planning?

Creative Planning closed its last funding round on obfuscated from a Private Equity round.

Who are Creative Planning's competitors?

Alternatives and possible competitors to Creative Planning may include HighTower Advisors, Cresset, And EP Wealth Advisors.

How much funding has Creative Planning raised to date?

Creative Planning has raised obfuscated.

Creative Planning - Profiles & Contacts

Profiles & Contacts

Highlights

Creative Planning

has

current employee profiles, including

Chief Investment Officer

Jim Williams

Creative Planning

has

board member or advisor,

Paul Stamas

Employee Profiles

Number of Board Member and Advisor Profiles

Contacts

1,513

Employee Profiles

Number of Employee Profiles

Jim Williams

Chief Investment Officer

Leawood, Kansas, United States

Michael P Green

Private Wealth Manager

Cincinnati, Ohio, United States

University of Cincinnati, Finance

Past Jobs

Truepoint Wealth Counsel, Tax Management Associate

Vicco von Bulow

Partner and Private Wealth Manager

Fort Lauderdale, Florida, United States

Past Jobs

Markets.com, CEO, Co-Founder

Brittany Gonzalez

Director of HCM Payroll Solutions

Denver, Colorado, United States

Minnesota State University, Mankato, Human Resources Management/Personnel Administration, General

Peter Mallouk

President & Chief Executive Officer&Founder

Overland Park, Kansas, United States

University of Kansas School of Law, Law

Jim Heard

Partner & Private Wealth Manager

Atlanta, Georgia, United States

Past Jobs

TrueWealth, CEO

Board Member and Advisor Profiles

Number of Board Member and Advisor Profiles

Paul Stamas

Board Member

New York, New York, United States

Princeton University

Primary Job

General Atlantic, Managing Director and Global Head of Financial Services

Contacts

Protected Content

Partner / Private Wealth Manager

Non-Management, Manager, Executive

Management, Marketing, Operations

2 email addresses

1 phone number

Protected Content

Partner / Private Wealth Manager

Manager, Executive

Marketing

1 email address

1 phone number

Protected Content

Partner / Private Wealth Manager

Manager, Executive

Management, Marketing

1 email address

1 phone number

Protected Content

Partner & Managing Director

Director, Executive

Management, Sales

1 email address

2 phone numbers

Protected Content

Partner / Private Wealth Manager

Non-Management, Manager, Executive

Management, Marketing

2 email addresses

1 phone number

Protected Content

Partner / Private Wealth Manager

Non-Management, Manager, Executive

Management, Marketing

1 email address

1 phone number

Protected Content

Partner

Executive

Marketing

1 email address

1 phone number

Protected Content

Founder AB401k

Non-Management, Manager, Executive

Management, Sales

1 email address

2 phone numbers

Protected Content

Tax Director

Director

Finance, Management

1 email address

1 phone number

Protected Content

Tax Director

Manager, Director

Finance

1 email address

1 phone number